System Administration User Guide. PowerSchool efinanceplus

Transcription

1 PowerSchool efinanceplus

2 Released November 16, 2017 Document Owner: Documentation Services This edition applies to Release 5.2 of the efinanceplus software and to all subsequent releases and modifications until otherwise indicated in new editions or updates. The data and names used to illustrate the reports and screen images may include names of individuals, companies, brands, and products. All of the data and names are fictitious; any similarities to actual names are entirely coincidental. PowerSchool is a trademark, in the U.S. and/or other countries, of PowerSchool Group, LLC or its affiliate(s). Copyright PowerSchool Group, LLC and/or its affiliate(s). All rights reserved. All trademarks are either owned or licensed by PowerSchool Group, LLC and/or its affiliates.

3 CONTENTS CONTENTS 3 1: System Overview 5 Features 6 System Administration Menus 7 2: Security 9 Overview of Security 10 Security Tables 12 Location Codes 13 Privilege Codes 15 Resources 16 Roles 18 Attachment Security 24 Users 27 User Access 31 User Views 35 Security Conversion Utility 39 3: System Profiles 42 Budget Preparation Profile 44 Budget Analyst Profile Page 45 Funds/Accounts Tab 46 Titles Tab 47 Translation Item 48 Fixed Assets Profile 51 Fixed Assets Profile Page 52 Defined Windows Item 55 Fund Accounting Profile 59 Fund Accounting Profile Page 60 Funds/Accounts Tab 62 Titles Tab 65 System Options Tab 66 Accounts Payable Tab 70 Requisitions/PO s Tab 75 Contents 3

4 Translation Item 80 State Window Item 83 Project Windows Item 84 Vendor Windows Item 88 Human Resources Profile 92 Human Resources Profile Page 93 Local System Options Tab 95 Payroll Tab 100 Federal/State Reporting Tab 104 Direct Deposit Voucher Tab 105 Miscellaneous Tab 106 Defined Windows Item 107 Applicant Windows Item 112 State Window Item 116 Employee Add Setup Item 117 PCard Profile 121 Security Profile 123 Time Entry Profile 125 Vendor Bidding Profile 127 Warehouse Inventory Profile 129 4: Backups, Locks, and Logs 132 System Backups 133 Automated Payroll Restore 134 Lock/Unlock Options 138 Event Log Viewer 139 5: Reference Tables 140 Configuration Table 141 Menu Items Table 142 Spreadsheet Templates Table 148 6: System Messages 152 System Messages Page 153 Scheduling Messages 157 Appendix: Resources Table, Security 159 Contents 4

5 1: System Overview The efinanceplus System Administration package contains the tools you need to set up, keep track of, and facilitate work within your Financial Systems software. With System Administration, you can: Set up a detailed security record for each person who will access efinanceplus. Define site-specific profile settings for each software package installed. Perform database backups, restore pay run data, lock users out of a particular package, and review records showing logged errors. Create templates for uploading Excel spreadsheet data, work with the options available as menu items, and set up the printers available for output from efinanceplus. This chapter summarizes the System Administration menu options and focuses on system features. Preview Features 6 System Administration Menus 7 1: System Overview 5

6 Features System Administration supports the overall flexibility of efinanceplus through the following features: User Security Access Allows you to grant user access based on privilege codes, security resources, and security resource functions. Allows you to create roles with particular security resources and associate multiple users to the roles. Controls user access to ledger account data through user views records. Facilitates quick security setup by copying resource and view information from one user to another. Limits user access to printers based on work location. Lets you base several Human Resources record access on work location or department. Allows you to link security resources to attachment groups and grant users full control or view only for attachments based on access level. Package Profile Settings Fund Accounting System Defines ledger control accounts, account ranges, and full account mask. Determines reporting structure for financial and project accounting purposes. Establishes numbering protocol for journal entries, vendors, and budget transfers. Controls setup for payable entry, vendor check processing, and recording requisitions and purchase orders. Allows setup of sorting parameters for reports. Lets you create site-specific pages for entry of vendor and project records. Human Resources System Contains settings for processing timecards, attendance, and payroll. Creates numbering parameters for employee and applicant records. Lets you set up payroll deduction, additional withholding, and direct deposit information. Controls federal and state reporting setup, and other state-specific profile settings. Allows setup of user-defined employee and applicant pages. Defines sequence and entry requirements for pages in the Add Employee process. Additional Profile Settings Contains the setup for accounts used in Warehouse Inventory transactions. Determines dollar amount and account ranges that automatically flag requisition and purchase order items as fixed assets. Allows you to control aspects of Budget Preparation, Fixed Assets, PCard, Time Entry, and Security. Administrative Utilities Lets you perform a backup of data for individual software packages. Allows you to lock users out of a particular package or the entire system. Facilitates a restore of pay run table information in the case of a failed payroll process. Tracks system errors for easy access and review through an Event Log Viewer. Includes the ability to maintain options available through system folders. Enables you to generate login and broadcast messages for system users. Features 6

7 System Administration Menus The System Administration menus include options for setting up and maintaining the efinanceplus systems and applications used at your site. Menu Path: System Administration > All > select an option Menu Add Employee Process Backups to Disk Employee App Configuration Human Resources Purge Options Human Resources Workflow Tables Locks/Unlocks Miscellaneous Options Role Setup User Setup Backup Benefits to Disk Backup Budget Preparation to Disk Backup Fixed Assets to Disk Backup Fund Accounting to Disk Backup Personnel Budgeting to Disk Backup Vendor Bidding to Disk Backup Warehouse Inventory to Disk Deduction Frequencies Disclaimers Extended Deduction Information News Items Profile Resources Tax Filing Types Check Reconciliation Detail Distribution Employee Activity Employee Timesheets Pay Rate History Purge Position History Terminated Employees Approval Groups Employee Groups Posting Groups Tasks Lock/Unlock Fixed Assets Lock/Unlock Fund Accounting Lock/Unlock Human Resources Lock/Unlock System Automated Payroll Restore Event Log Viewer System Administration Menus 7

8 Profiles Recruitment Portal Configuration Recruitment System Configuration Reference Tables Security Workflow Maintenance Budget Preparation Profile Fixed Assets Profile Fund Accounting Profile Human Resources Profile PCard Profile Professional Development Profile Security Profile Time Entry Profile Vendor Bidding Profile Warehouse Inventory Profile Workflow Configuration Profile Template Setup Employment Checklist Setup External Integration Hire Process Setup Hiring Manager View Setup Posting Requisition Setup Pre-Employment Checklist Setup Template Setup Employment Checklist Setup External Integration Hire Process Setup Hiring Manager View Setup Posting Requisition Setup Pre-Employment Checklist Setup Configuration Menu Items Spreadsheet Templates Attachment Security Location Codes Privilege Codes Resources Roles User Access User Views Users Delegate Maintenance FAM/PUR Workflow Log Maintenance HRM Workflow Log Maintenance Another System Administration option is found in e-forms & Tools > Tools > System Messages. System Administration Menus 8

9 2: Security Use the System Administration Security options to define the efinanceplus menu items and procedures that can be accessed by users. You control access by building Users records for everyone who will be working with efinanceplus applications. User security is based on Resource codes and Views records: Resource code establish access to functions within efinanceplus packages and sub-packages. Views records let you limit access to Organization Chart, Account List, and Project List records. Separate versions of these tables are used in Fund Accounting and Budget Preparation. Preview Overview of Security 10 Security Tables 12 Location Codes 13 Privilege Codes 15 Resources 16 Roles 18 Attachment Security 24 Users 27 User Access 31 User Views 35 Security Conversion Utility 39 2: Security 9

10 Overview of Security The following overview outlines the steps to set up security for efinanceplus. For more information, refer to the appropriate sections of this chapter. Note that the Privilege Codes and Resources tables are not described as a part of this outline. These tables, which are defined and loaded into your system prior to installation, are described in their own sections later in the chapter. Caution Do not change the Privilege Codes and Resources tables. Contact PowerSchool support if you believe there is a need to modify these tables. Procedural Overview 1. Use the Location Codes option to define records for grouping efinanceplus users based on their work locations: Location access is assigned to each record in the Users table. A specific location code is also assigned to each employee in the Human Resources System. The location controls employee access to the following features in Human Resources, provided the Human Resources Profile s Employee Security Zone field is set to L - Location. Posting attendance using Human Resources Employee Information and Attendance options. Also, printing and viewing information on the Attendance and Substitute Reports. Working with employee timecards in Pay Run Processing. Using other options that access pay-related data. These include Employee Deductions, Earnings by Pay Code, Check History, and Pay Rate History. Printing and viewing information on reports that are accessed through Human Resources > Reports > Payroll menu. All options in this menu use the Employee Security Zone setting with the exceptions of the Workers' Comp Rate Study, which is not tied to a specific employee, and the Savings Bond Purchase, which also generates a magnetic media file. The Savings Bond Purchase option requires a separate security resource. Any user with that resource or a resource equal to or higher than supervisor will be able to generate this report and magnetic media for all employees, regardless of the Employee Security Zone setting. Printing and viewing information on reports that are accessed through Human Resources > Reports > Time Entry menu. All options in this menu use the Employee Security Zone setting. Printing and viewing information on reports that are accessed through Human Resources > Reports > Personnel menu. All options in this menu use the Employee Security Zone setting with the exception of the EEO Data, which is used to submit information to the government. The EEO Data option requires a separate security resource. Any user with that resource or a resource equal to or higher than supervisor will be able to generate this report for all employees, regardless of the Employee Security Zone setting. Printing and viewing information on reports that are accessed through Human Resources > Reports > Periodic menu. All options in this menu use the Employee Security Zone setting with the exception of the 941 Quarterly Federal Tax Return, which is used to submit information to the government. The 941 Quarterly Federal Tax Return option requires a separate security resource. Any user with that resource or a resource equal to or higher than supervisor will be able to generate this report for all employees, regardless of the Employee Security Zone setting. Overview of Security 10

11 Printing and viewing information on reports that are accessed through Human Resources > Reports > Position Control > Batch Status Detail and Status Detail. A line will print for all employees, but a message, "NO SECURITY," will display for the employees that the user does not have access to based on the Employee Security Zone setting. This is necessary to give an accurate FTE count. In addition, Location codes provide access to printers for generating reports in all efinanceplus systems. Note Reports generated for substitutes will use the Employee Security Zone setting for the employee that the substitute is working for. 2. Access the Users option to create a record for each person who uses the efinanceplus Financial Systems. The Users record stores location and department access, Database Administrator (DBA) privileges, and address for each user. When you add a Users record, you can copy security resources and viewing privileges from another person s record. 3. Select the Roles option to establish and maintain security roles for groups of users. Users can be associated with multiple security groups based on their work assignments. Also, users can be granted additional security resources not associated with any security roles, through the User Access option. 4. Select the User Access option to grant or revoke a person s access to specific functions. The User Access page also gives you the option of copying security resources from one user to another. 5. Select the User Views option to define each person s access to records in the following Fund Accounting and Budget Preparation reference tables: Organization Chart, Account List, and Project List. These settings apply throughout efinanceplus applications. The User Views page also gives you the option of copying one person s view settings into another person s record. 6. Select the Attachment Security option to link Attachment Groups to security resources and grant users full control or view only based on the access level. Overview of Security 11

12 Security Tables Use the tables on System Administration's Security menu to set up records for use in employees' security records. Menu Path: System Administration > All > Security > select one following tables: Location Codes, Privilege Codes, Resources, Roles, or Attachment Security Preview Location Codes 13 Privilege Codes 15 Resources 16 Roles 18 Attachment Security 24 Security Tables 12

13 Location Codes Use this option to assign unique numbers to buildings and other locations. You must set up location records before entering user records in the Users table. Location codes are assigned to employees in the Human Resources System. The Location Codes page's bld.rpt. (Print) item generates the Security Location List. The report's default file name is Menu Path: Location Codes Overview System Administration > All > Security > Location Codes Location codes are assigned to employees in the Human Resources System. The location controls employee access to the following features in Human Resources, provided the Human Resources Profile s Employee Security Zone field is set to L - Location: Posting attendance records through the Human Resources Employee Information and Attendance options. Also, printing and viewing information on the Attendance and Substitute Reports. Working with employee timecards in Pay Run Processing. Using other options that access pay-related data. These include Employee Deductions, Earnings by Pay Code, Check History, and Pay Rate History. Printing and viewing information on reports that are accessed through Human Resources > Reports > Payroll menu. All options on this menu use the Employee Security Zone setting with the exceptions of the Workers' Comp Rate Study, which is not tied to a specific employee, and the Savings Bond Purchase, which also generates a magnetic media file. The Savings Bond Purchase option requires a separate security resource. Any user with that resource or a resource equal to or higher than supervisor will be able to generate this report and magnetic media for all employees, regardless of the Employee Security Zone setting. Printing and viewing information on reports that are accessed through the Human Resources > Reports > Time Entry menu. All options on this menu use the Employee Security Zone setting. Printing and viewing information on reports that are accessed through the Human Resources > Reports > Personnel menu. All options on this menu use the Employee Security Zone setting with the exception of the EEO Data, which is used to submit information to the government. The EEO Data option requires a separate security resource. Any user with that resource or a resource equal to or higher than supervisor will be able to generate this report for all employees, regardless of the Employee Security Zone setting. Printing and viewing information on reports that are accessed through the Human Resources > Periodic Processing menu. All options on this menu use the Employee Security Zone setting with the exception of the 941 Quarterly Federal Tax Return, which is used to submit information to the government. The 941 Quarterly Federal Tax Return option requires a separate security resource. Any user with that resource or a resource equal to or higher than supervisor will be able to generate this report for all employees, regardless of the Employee Security Zone setting. Printing and viewing information on reports that are accessed through the Human Resources > Reports > Position Control > Batch Status Detail and Status Detail Reports. A line will print for all employees, but a message NO SECURITY will display for the employees that the user does not have access to based on the Employee Security Zone setting. This is necessary to give an accurate FTE count. In addition, Location codes provide access to printers for generating reports in all efinanceplus systems. Note Reports generated for substitutes will use the Employee Security Zone setting for the employee that the substitute is working for. Security Tables 13

14 Fields Location Code Unique numeric code identifying a work location or building. For more information, refer to the introduction to this section as well as Users. [Character/4] Location Name Name of the location or building identified by the code. [Character/25] Changed By efinanceplus user ID of the person who added or last updated a selected Location Code record. The field also includes the date and time when the addition or change occurred. The system displays this information when you select a record in the page s list section or retrieve a record for additional changes. Street Address Address of the district. [Character/20] City State City of the district. [Character/20] Two digit abbreviation of the state of the district. [Character/2] Zip Code District's zip code. Security Tables 14

15 Privilege Codes The Privilege Codes table stores the codes used to classify security resource records within the efinanceplus Financial Systems. Using a hierarchical structure, these codes give the system a way to grant security to multiple functions through a single resource. To generate the Security Privilege List, use the toolbar's (Print) item. The report's default file name is privilege.rpt. Menu Path: Caution System Administration > Administration > Security > Privilege Codes Do not change the Privilege Codes table. Contact PowerSchool support if you believe there is a need to modify this table. Fields Privilege Code This code identifies the level of security privileges that apply to the record, ranging from 1 (highest) to 10 (lowest). The following privilege codes are predefined in your system: 1 - PowerSchool User 2 - System Administrator 3 - Package Supervisor 5 - Package User Each security Resource record is assigned a privilege code which identifies the level of user privilege needed. When a user is assigned a resource with a privilege code of 2 (System Administrator) within a package, it is not necessary to assign resources within the same package with lower privilege codes of 3 or 5. The user is granted access to all resources in the package with a privilege code of 2 or lower. Description Full description of the privilege code. Changed By efinanceplus user ID of the last person to save updates for a selected Privilege Code record. If a change was made to a code, the system also gives the date and time when the change occurred. Security Tables 15

16 Resources The Resources table is defined and loaded prior to installation and contains the security resources necessary to access the different options and functionality within the efinanceplus applications. For more information, refer to the Resources Table, Security (page 159). Menu Path: System Administration > Administration > Security > Resources Procedures Caution Do not change the resources in this table. If you believe there is a need to modify the resources, contact PowerSchool support. As an alternative, you can add your own resources and assign them to employees as needed. The codes for customer resources must be or higher. Adding a new security resource 1. Select System Administration > Administration > Security > Resources to display the Resources page. 2. Click (Add New). 3. In the Resource field, enter a unique numeric code. Resource codes must be or higher. 4. In the Package field, select the code for the efinanceplus software package that corresponds to the resource. For example, if you are creating a resource for the Fund Accounting System, select FAM - FINANCIAL ACCOUNTING. 5. In the Subpackage field, select the code for the application within the package selected. For example, if you are creating a resource for Purchasing, select PUR - PURCHASING. 6. In the Function field, enter a code to identify the function associated with the resource. Since you are creating your own resource, it is recommended that you enter the same value in the Function field that you entered in the Resource field. 7. In the Privilege Code field, select the lowest privilege level eligible for accessing the resource. This should be 5 - PACKAGE USER if you want supervisors for a particular package and sub-package to automatically have the same privileges. 8. In the Description field, enter the description of this resource code. 9. Click (OK) to save the resource. After you create new resources, you will need to assign them to individual users through the User Access page. For details, refer to User Access (page 31). Generating the Security Resource List report The report provides a complete list of all security resources stored in your database. 1. Select System Administration > Administration > Security > Resources to display the Resources page. 2. Click (Print). 3. In the Print window, select a destination, and click OK. The report's default file name is resource.rpt. Fields Resource Numeric code that identifies a particular function of an efinanceplus software package or sub-package. You grant or deny resources to users in the User Access table. If you are adding a resource, the code you enter must be or greater. Security Tables 16

17 Package Code and name for the efinanceplus software package corresponding to the resource, for example, FAM for Fund Accounting or HRM for Human Resources. Each package can have multiple resources associated with it. Subpackage Code and name for the efinanceplus application area that runs within a package. For example, PUR (Purchasing) is a sub-package of FAM (Fund Accounting). Enter an asterisk (*) to indicate the resource applies to all of the subpackages tied to the record s Package. Function Code used to identify this system function. The key combination for a Resource record is formed by the Package, Subpackage, and Function. With these three pieces of information, you can look in the Menu Items table to find the efinanceplus menu options each Resource lets the user access. Privilege Code Privilege code that determines the lowest user privileoge level eligible for accessing the resource. Remember that efinanceplus uses a security hierarchy with four privilege levels. The level controls a user s ability to access options and features within each package and sub-package. For example, if you want to grant a user Package Supervisor privileges for the Purchasing System, you would assign resource 25, Supervisor for Purchasing, to the Users record. This resource has a privilege code of 3 which is higher than the code used for each of the remaining resources for Purchasing. Therefore, the user would have access to all Purchasing options and functions. Description Full description of this resource code. [Character/40] Changed By efinanceplus user ID for the last person to save updates for a selected Resource record. If a change was made to a code, the system also gives the date and time when the change occurred. Sample Security Resource List POWERSCHOOL - SYSTEM ADMINISTRATION PAGE NUMBER: 1 DATE: MM/DD/YY YOUR ORGANIZATION S NAME SECURE2 TIME: HH:MM:SS SECURITY RESOURCE LIST SELECTION CRITERIA PACKAGE SUBPACKAGE RESOURCE DESCRIPTION FAM PUR 25 SUPERVISOR FOR PURCHASING 26 MAY UPDATE COMMODITY TABLE 27 MAY UPDATE SHIPPING TABLE 28 MAY ENTER/UPDATE REQUISITIONS 29 MAY PRINT REQUISITIONS 30 MAY APPROVE REQUISITIONS 31 MAY RUN PURCHASING REPORTS 32 MAY RUN BID LISTS 33 MAY ENTER/UPDATE PURCHASE ORDERS 34 MAY PRINT PURCHASE ORDERS 35 MAY ENTER/UPDATE CHANGE ORDERS 36 MAY PRINT CHANGE ORDERS 37 MAY RUN RECEIVE ORDERED MATERIAL 38 MAY PURGE CLOSED REQUISITIONS 39 MAY PURGE CLOSED PURCHASE ORDERS 40 MAY RUN QUERIES FOR PURCHASING 41 MAY UPDATE LOCATION TABLE 42 MAY ADD NEXT YEAR PURCHASE ORDERS 43 MAY UPDATE ACCOUNT APPROVAL TABLE 44 MAY APPROVE/DENY PO 45 RESERVED FOR FUTURE USE 46 MAY UPDATE PURCHASING ACCT APPR. GROUPS 47 RESERVED FOR FUTURE USE 48 RESERVED FOR FUTURE USE 49 MAY RUN DISTRIBUTION TEMPLATE OPTION 50 MAY MAINTAIN PURCHASING APPROVAL GROUPS Security Tables 17

18 Roles Use this option to set up groups of users who share the same security based on their work assignments. Users can belong to more than one group. In addition to the security assigned through roles, users can be granted individual resources through User Access (page 31). Role groups also can be integrated with Active Directory, which provides central authentication for authorizing users. The availability of this feature depends on whether the Integrate with Active Directory field in your Security Profile is selected. If the field is selected: Network administrators can assign policies, deploy software, and apply critical updates throughout an organization. Network users can access permitted resources anywhere on the network using a single login process. For more information on Active Directory, contact your System Administrator. Menu Path: Tabs System Administration > Administration > Security > Roles Following is a summary of the tabs on the Roles page: Role Information Permissions Users Tab Stores the ID, Description, Status of the role, and if applicable, the Active Directory Group. Stores the security resources associated with the role. This tab does not display when you are adding a role. To update permissions for an existing role, use the Action Bar's Grant item. Enables you to assign users to a role when roles are not integrated with Active Directory. If your site uses Active Directory, this tab is display only. To view the users in a group, select a record in the List section, and then click the Users tab. Action Bar Items The following items display on the Action Bar after you generate a list of records: Grant Copy Displays the Resource Lookup page, which allows you to search for and select the security resources to assign to an existing role. The resources are stored in the page's Permissions tab. Enables you to copy permissions and users from an existing role to a new role, if your system is not integrated with Active Directory. If your system is integrated with Active Directory, the Users for the new role will be determined by role's Active Directory Group. The following items display depending on whether your site uses Active Directory: Assign Users Displays the Assign Users to Role page, where you can assign users to a selected role. This item is only available if the Integrate with Active Directory field on the Security Profile is not selected. Security Tables 18

19 Synchronize Lets you refresh users based on the current Active Directory settings. You can select this item as follows: Prior to generating a list of roles to refresh all users in all roles. After generating a list of roles to refresh users for the individual roles displayed. The Synchronize will delete all existing users from the roles prior to the refresh. We recommend that all users be out of the system before you run the synchronization to avoid interrupting users access to efinanceplus options. This item is only available if the Integrate with Active Directory field on the Security Profile is selected. Procedures Adding a role 1. Select System Administration > Administration > Security > Roles to display the Roles page. 2. Click (Add New). 3. In the Role Information tab, complete the fields. If your system is integrated with Active Directory, this tab does not display during the Add process. In that case skip this step. 4. In the Users tab, enter the User ID of each user who should be associated with the role. 5. Click (OK) to save the role and its assigned users. Copying a role to create a new one 1. Select System Administration > Administration > Security > Roles to display the Roles page. 2. In the Search Criteria section, enter criteria identifying the role you want to copy, and then click Find. 3. In the List section, select the role, and then click Copy on the Action Bar. 4. Complete the fields on the Role Information tab. 5. Click (OK) to save the role. When you save the role, its resources are copied to the Permissions tab. If your system is not integrated with Active Directory, the users from the original role are copied to the Users tab. If your system is integrated with Active Directory, the Users tab will display the users based on the Active Directory Group selected. Deleting a role 1. Select System Administration > Administration > Security > Roles to display the Roles page. 2. In the Search Criteria section, enter criteria identifying the role you want to delete, and then click Find. 3. In the List section, select the role, and then click (Delete). 4. In the confirmation dialog, click Yes. Security Tables 19

20 Assigning users to a role when not integrated with Active Directory 1. Select System Administration > Administration > Security > Roles to display the Roles page. 2. In the Search Criteria section, enter criteria identifying the role you want, and then click Find. 3. In the List section, select the role, and then click Assign Users. 4. In the Assign Users to Role page, select the users to assign to the role. To select multiple users individually, hold <Ctrl>, and click each user you want to add. To select a range of users in the list, hold <Shift>, click the first user in the range, and then select the last user. 5. Click (OK) to assign the selected users to the role. Assigning resources to a role 1. Select System Administration > Administration > Security > Roles to display the Roles page. 2. In the Search Criteria section, enter criteria identifying the role you want, and then click Find. 3. In the List section, select the role, and then click Grant to display the Resource Lookup page. 4. Enter selection criteria in the following fields for the security resources you want to add: Resource Package Subpackage Code identifying a particular function of an efinanceplus software package or sub-package. Code identifying the software package associated with the security resources you want to add. Code identifying the application area that runs within a package. You can enter a specific code or use the pipe symbol between codes to reference more than one record, for example, Click (OK) to display the Resource Selection page, which lists the records retrieved. 6. Select the security resources you want to assign to the role. To select multiple resources individually, hold <Ctrl>and then click each resource you want to add. To select a range of users in the list, hold <Shift>, click the first resource in the range, and then click the last resource in the range. 7. Click (OK) to add the resources. Delete users from a role when not integrated with Active Directory 1. Select System Administration > Administration > Security > Roles to display the Roles page. 2. In the Search Criteria section, enter criteria identifying the role associated with the users, and then click Find. 3. In the List section, select the role, and then click (OK). 4. In the Users tab: To delete an individual user, select the user, and then click Delete Row on the Action Bar. To delete all users displayed, click Delete All on the Action Bar. 5. Click (OK) to save the deletions. Security Tables 20

21 Deleting resources from a role 1. Select System Administration > Administration > Security > Roles to display the Roles page. 2. In the Search Criteria section, enter criteria identifying the roles containing the resources, and then click Find. 3. In the List section, select the role, and click (OK). 4. In the Permissions tab: To delete an individual resource, select the resource, and then click Delete Row on the Action Bar. To delete all of the resources displayed, click Delete All on the Action Bar. 5. Click (OK) to save the deletions. Synchronizing users and roles based on the current Active Directory settings 1. Select System Administration > Administration > Security > Roles to display the Roles page. 2. To synchronize roles and refresh all users, click Synchronize, and proceed to Step 5. If you are synchronizing individual roles, skip this step. 3. In the Search Criteria section, enter criteria identifying the roles you want to synchronize, and then click Find. 4. In the List section, select a role, and then click Synchronize. 5. Click Yes to run the synchronization and refresh users. If you are synchronizing individual roles, repeat Steps 4-5 as needed for each additional role you want to synchronize. Generating the Security Roles List 1. Select System Administration > Administration > Security > Roles to display the Roles page. 2. In the Search Criteria section, enter criteria identifying the roles to include in the report, and then click Find. 3. Click (Print). 4. In the Print window, specify how to generate the report, and then click OK. The report's default file name is roles.rpt. Fields The Roles page is divided into three tabs: Role Information, Permissions and Users. Following are the descriptions for the fields in each of these tabs. Role Information Tab Information identifying the role and its status. If your system is integrated with Active Directory, this tab does not display during the Add process. Role ID Unique code used to identify the role. [Character/10] Description Description of the role. [Character/53] Active Directory Group The Active Directory group associated with the role. This field displays only if the Integrate with Active Directory field in the Security Profile is selected. Status The status of the role. Security Tables 21

22 Select: A - Active I - Inactive Inactive roles are not used when verifying users security access. Permissions Tab Stores the role's security resources. Resources are defined in Security's Resources table. Package Code identifying the efinanceplus application area that runs within a package. Subpackage Code identifying the application area that runs within a package. Resource Code identifying a particular function of a software package or sub-package. Description Full description of the resource code. Users Tab Displays the users associated with the role. User records are defined in Security's Users table. If your site uses Active directory, the tab is display only. If your site does not use Active Directory, you add users to the role in this tab. User ID Login ID the employee uses to sign into efinanceplus. When you enter the ID, the user's name displays in the Name field. Windows Login ID Windows Login Name as it appears in the Users page. Use the (Lookup) button to access the Active Directory Search page, which displays the Active Directory groups available to associate with the role. This field displays only if the Integrate with Active Directory field on the Security Profile is selected. Name Employee s First Name-Last Name as it appears in the Users page. Security Tables 22

23 Sample Security Roles List POWERSCHOOL - SYSTEM ADMINISTRATION PAGE NUMBER: 1 DATE: MM/DD/YY YOUR ORGANIZATION S NAME SECROLES TIME: HH;MM;SS SECURITY ROLES LIST SELECTION CRITERIA: sectb_roles.role_id= PAYROLL ROLE ID: PAYROLL DESCRIPTION: PAYROLL ROLE STATUS: ACTIVE PACKAGE SUBPACKAGE RESOURCE DESCRIPTION HRM PAY 298 MAY DISPLAY CHECK HISTORY HRM PAY 314 SUPERVISOR FOR PAYROLL HRM PAY 315 MAY ADD PAYROLL DATA FOR NEW EMPLOYEES HRM PAY 316 MAY CHANGE PAYROLL DATA HRM PAY 317 MAY QUERY ON EMPLOYEE PAYROLL DATA HRM PAY 318 MAY UPDATE PAYROLL REFERENCE TABLES HRM PAY 319 MAY UPDATE TAX TABLES HRM PAY 320 MAY RUN PAYROLL REPORTS HRM PAY 321 MAY LOAD TIMECARDS HRM PAY 322 MAY LOAD SUMMER PAY HRM PAY 323 MAY ENTER TIMECARDS HRM PAY 324 MAY RUN PAY EDIT HRM PAY 325 MAY RUN CALCULATIONS HRM PAY 326 MAY RUN PAYROLL JOB STREAM HRM PAY 327 MAY CANCEL PAYROLL CHECKS HRM PAY 328 MAY ENTER MANUAL PAYROLL CHECKS HRM PAY 329 MAY RUN CHECK RECONCILIATION HRM PAY 330 MAY RUN RETROACTIVE PAY PROCESS HRM PAY 331 MAY PROCESS W2 S HRM PAY 364 MAY RUN PAYROLL PROCESSING HRM PAY 369 MAY UPDATE PAY RATE HISTORY HRM PAY 378 MAY DISPLAY PAY RATE HISTORY HRM PAY 381 MAY PURGE PAY RATE HISTORY HRM PAY 382 MAY ADD/CHANGE/QUERY BASE EMPLOYEE SCRN HRM PAY 383 MAY ADD/CHANGE/QUERY PAYROLL/TAX SCREEN HRM PAY 384 MAY ADD/CHANGE/QUERY PAYRATE SCREEN HRM PAY 385 MAY ADD/CHANGE/QUERY LEAVE BANK SCREEN HRM PAY 386 MAY ADD/CHANGE/QUERY DEDUCTION SCREEN HRM PAY 387 MAY ADD/CHANGE/QUERY STATE/RETIREMENT SC HRM PAY 388 MAY ADD/CHANGE/QUERY EARNING SCREEN HRM PAY 398 MAY SAVE PAYROLL HISTORY HRM PAY 399 MAY PURGE PAYROLL HISTORY HRM PAY 465 MAY PROCESS EFFECTIVE DATE CHANGES HRM PAY 471 MAY RUN 1099 PROCESSING HRM PAY 472 MAY DISPLAY PAYROLL HISTORY HRM PAY 1103 MAY USE EMPLOYEE WORKSHEET HRM PAY 1500 MAY CLEAR PAYROLL ACTIVITY FILE HRM PAY 1520 TIMEEASY HRM PAY 1521 TIMEEASY PAYCODE TABLE HRM PAY 1522 TIME AND ATTENDANCE (TIMESHEET) FORMS HRM PAY 1523 TIMEEASY ENTRY LISTING HRM PAY 1524 TIMEEASY TIME ENTRY HRM PAY 1525 TIMEEASY TIME DIST ENTRY HRM PAY 1526 POST AND EXCEPTION REPORT HRM PAY 1527 TIMEEASY EMPLOYEE VIEW HRM PAY MAY IMPORT BATCH EMPLOYEE TIMECARDS HRM PAY MAY ADD/UPD BATCH TIME IMPORT MAPPINGS HRM PAY MAY POST BATCH EMPLOYEE TIMECARDS HRM PAY MAY PURGE SUMMER PAY FISCAL YEAR ACCRUAL Security Tables 23

24 Attachment Security Use the Attachment Security option to define full control or view only security for attachments in efinanceplus applications. Users can be given security based on existing security resources, or new ones can be created and assigned to users specifically for attachments. Important If the Use Attachment Security field in the Security Profile page is selected, you must define the additional security parameters in this option. Otherwise, no users will be able to access attachments. Menu Path: System Administration > All > Security > Attachment Security How to Implement Attachment Security When efinanceplus software is initially installed, all users are able to access attachments in the applications they have security for. To prevent users from accessing attachments until specific security can be defined, select the Use Attachment Security checkbox in the Security Profile (page 123). Before setting up attachment security, you need to determine which users should have access to attachments and what type of access they should have: either Full Control, View Only, or no access. To generate a complete list of all users in your system and their existing security resources, run the Security Access List report. Review the report to determine if employees have existing security resources that correspond with the levels you want to assign for accessing attachments. For example, if certain employees have security for entering purchase orders, you may want them to have full access to related documents. In this case, you could set up an Attachment Group that includes the resource for entering purchase orders and assign Full Control to this group. Similarly, you may want to limit attachment access for employees who can only print purchase orders, in which case, you could set up an Attachment Group for this resource and assign View Only to the group. An alternative to using existing security would be to set up new security resources specifically for attachments, assign these resources on an employee by employee basis, and then create the relevant Attachment Groups. The choice depends on your site's security procedures and organizational needs. For the procedures for generating the Security Access List report and adding new security resources, refer to Resources (page 16). Procedures Following are the procedures for adding and deleting attachment security records. Since each record is defined by the combination of attachment group, access level, and security resource, once a record is added, it cannot be changed. To replace a record, you will need to delete it and then add a new one that includes the appropriate group, level, and resource. Adding an attachment security link 1. Select System Administration > All > Security > Attachment Security to display the Attachment Security Resources Link page. 2. Click (Add New). 3. In the Attachment Group field, select an attachment group. 4. In the Access Level field, select: F - Full Control - to give users in this group the ability to add, delete, and view attachments. V - View Only - to give users in this group the ability to only view attachments. Security Tables 24

25 5. In the Security Resource field, select the security resource to use for the attachment group and access level. To access attachments, users must be granted this resource or have a resource with a higher-level privilege code than the one associated with the access level selected in Step Click (OK) to save the record. Deleting an attachment security link 1. Select System Administration > All > Security > Attachment Security to display the Attachment Security Resources Link page. 2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. 3. In the List section, select the record you want to delete, and then click (Delete). 4. In the Confirmation dialog, click Yes. Fields Attachment Security Details Section The following fields are used to create the security link between the Attachment Group, Access Level and Security Resource. These fields are display only for existing records. Attachment Group The group that links a document to a record in the efinanceplus software. Attachment groups vary for each software package and may be accessible in more than one option. For example, the attachment group VENDOR can be accessed on the Vendor record, but can also be accessed when entering a payable, purchase order, or requisition. Following are the system-defined Attachment Groups you can select from: Activity Employee PO AP_Check Encumbrance Position Applicant Fixed Asset Requisition Certificate Invoice Transaction Contracts Journal_Entry Vendor Contr_Template Personnel Access Level Type of access for the attachment group and security resource. Select: F - Full Control - Enables users with the associated security resource the ability to add, delete and view attachments for the attachment group. V - View Only - Enables users with the associated security resource the ability to only view attachments for the attachment group. Security Resource The efinanceplus security resource that a user needs to have in order to access attachments for the attachment group and access level assigned. Security Tables 25

26 Security Resource Information Section The following display-only fields show information for the resource entered in the Security Resource field. Package Code and name for the efinanceplus software package corresponding to the resource, for example, FAM for Fund Accounting or HRM for Human Resources. Each package can have multiple resources associated with it. Subpackage Code and name for the efinanceplus application area that runs within a package. For example, PUR (Purchasing) is a sub-package of FAM (Fund Accounting). An asterisk (*) indicates the resource applies to all of the sub-packages tied to the Resource record's Package. Function Code used to identify this system function. The key combination for a Resource record is formed by the Package, Subpackage, and Function. With these three pieces of information, you can look in the Menu Items table to find the efinanceplus menu options each Resource lets the user access. Privilege Code Privilege code that determines the lowest user privilege level eligible to access the resource. efinanceplus uses a security hierarchy with four privilege levels: 1 - PowerSchool User, 2 - System Administrator, 3 - Package Supervisor, and 5 - Package User. The privilege level controls a user's ability to access options and features within each package and sub-package, depending on the resources assigned. For example, to grant a user Package Supervisor privileges for the Purchasing System, you would assign resource 25 - Supervisor for Purchasing, to the Users record. This resource has a privilege code of 3 - Package Supervisor which is higher than the level used for the remaining resources in Purchasing (5 - Package User). Therefore, the user would have access to all Purchasing options and functions. Description Full description of the resource code. Security Tables 26

27 Users Use this option to add, update, delete, and print employees' security records. When adding a record, you can copy security resources and views from an existing user record into the new one you are creating. If you do not copy views and resources when adding the user, you will need to add this information manually, either with the Grant/Revoke and User Views items or with the following Security tables: User Access, Roles, and User Views. You also can set up records so users can access the Financial Systems software with their Windows login IDs. For more information, refer to Security Conversion Utility (page 39). To generate the Security User List, click user.rpt. (Print) on the Users page's toolbar. The report's default file name is Important To work with records in the Users table, your own record must have its DB Administrator field selected. Menu Path: Action Bar Items System Administration > Administration > Security > Users The Action Bar displays the following items after you run a search to generate a list of users. Of these, only the Purchasing Defaults item displays before running a search. Grant/Revoke Purchasing Defaults User Views Print User Roles Print User Permissions Convert Security Displays the User Access page for the user selected in the List section. In this page, you can view, add, print, and delete the security resources associated with the user. For details, refer to User Access (page 31). Displays the Purchasing Defaults page for the user selected in the List section. In this page, you can view the default approval groups and shipping codes the user can access when entering or changing requisitions and purchase orders. You also can change the user's default approval group and default ship code. For additional details, refer to the Purchasing Defaults Table section of your Purchasing manual. Displays the User Views page for a user selected in the List section. This page displays the Fund Accounting and Budget Preparation records the user can access in the Organization Chart, Account List, and Project List tables. You can add view information for one of these tables, update existing user view settings, or delete views for a specific table. For details, refer to User Views (page 35). Generates the User Roles report, which lists each role a user is associated with and the role s status. The default file name for this report is UserRoles.rpt. Generates the User Permissions report, which lists each security resource a user is associated with by Package and Sub-package. The default file name for this report is UserPerms.rpt. Synchronizes users login credentials for Windows with their efinanceplus user IDs. The conversion utility lets people enter the same user name for Windows login and efinanceplus access. For additional details, refer to Security Conversion Utility (page 39). Users 27

28 Procedures Adding a User record 1. Select System Administration > Administration > Security > Users to display the Users page. 2. Click (Add New). 3. In the User ID field, enter the user s efinanceplus login ID. 4. Define the user s Domain and Windows Login ID. 5. Enter the user s name in the Last Name and First Name fields. 6. Complete the page's additional fields. For details, refer to the Fields section below. 7. Select the Continuous checkbox if you are adding a series of records. Otherwise, leave it blank. 8. Click (OK) to display the Copy Resources and Views page. 9. To copy security resource and view settings from an existing user, complete the next procedure. or If you do not want to copy resource and view information, leave the User ID field blank, click the record and return to the Users page. (Back) to save If you selected the Continuous checkbox, the Users page s detail section refreshes so you can add the next record. Repeat Steps 3-9, or click (Back) to return to the Search Criteria section. If the Continuous checkbox is not selected, you return to the User page's Search Criteria section. Important If you choose not to copy resources and views, the user will not have any security privileges. You will need to add the information using the Grant/Revoke and User Views items, or you can use the User Access and User Views options described later in this chapter. Copying resources and views while adding a User The following procedure continues the add process from Step 9 in the previous procedure: 1. In the Copy Resources and Views page's User ID field, enter the efinanceplus login ID of the user whose information you want to copy. After you enter the ID, the system displays the number of security resources and user view records associated with the user. 2. In the Copy field, select one of the following settings: Resources Views Both 3. Select the following checkboxes as needed: Copies security resources from the existing user's record. Copies reference table view information from the existing user's record. Copies both security resources and reference table view information. Copy Homepage Copy Purchasing Defaults Copies the home page settings of the existing user. Copies the existing user's approval group and ship code defaults. 4. Click (OK) to copy the existing user's information. Users 28